See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,834 | $90,348-88.0% | $75,972-85.7% | $145,922-92.6% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.1%+10.9pp | 80.3%-0.3pp |
| Annual return | 13.30% | 620.88%-607.6pp | 359.55%-346.2pp | 561.29%-548.0pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,685-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,571 | $5,162-50.2% | $4,255-39.6% | $6,688-61.6% |
| Admin fee / account holder | $52 | $8,467-99.4% | $6,467-99.2% | $13,397-99.6% |